SafetyMargin.ioSafetyMargin.io
BlogWatchlistCompare
Compare Stocks › ADSK vs GOOGL

Autodesk, Inc. (ADSK) vs Alphabet Inc. (GOOGL)

ADSK
Autodesk, Inc.
$247.65
VS
GOOGL
Alphabet Inc.
$307.13

Rewards

ADSK
  • ★Autodesk, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Gross margin of 92.3% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Autodesk, Inc. scores 99/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
GOOGL
  • ★Alphabet Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Alphabet Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
  • ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.

Risks

ADSK
  • ⚠Each dollar of retained earnings has produced only $0.05 of market value — shareholders may have been better served by dividends.
  • ⚠FCF yield of 5.3% suggests reasonable valuation assuming continued moderate growth.
  • ⚠PEG ratio of 7.52 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
GOOGL
  • ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.

Key Valuation Metrics

Learn more →
ADSK
GOOGL
Valuation
$2.79B
Free Cash Flow
$73.27B
5.31%
FCF Yield
1.97%
47.35
Trailing P/E
28.41
17.59
Forward P/E
22.88
Quality & Moat
26.83%
ROIC
20.83%
36.91%
ROE
31.83%
92.33%
Gross Margin
59.65%
7.52
PEG Ratio
0.91
Balance Sheet Safety
0.90
Debt / Equity
0.16
N/A
Interest Coverage
N/A
0.07
Net Debt / EBITDA
-0.40
N/A
Dividend Yield
0.27%
ADSK: 5Ties: 1GOOGL: 5
ADSKGOOGL

Historical Fundamentals

Learn more →
ADSK

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

GOOGL

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

Learn more →
ADSK
$0.05
created per $1 retained over 3 years
Value Destroyer
Σ Retained
$3.14B
Δ Market Cap
+$153.6M
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
GOOGL
$9.18
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$288.67B
Δ Market Cap
+$2.65T
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

Learn more →
ADSK
57.2% Overvalued
Price is 57.2% above estimated fair value
Current Price: $247.65
Fair Value: $157.54
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
GOOGL
20.0% Margin of Safety
Price is 20.0% below estimated fair value
Current Price: $307.13
Fair Value: $384.04
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

Learn more →
ADSK

What growth rate is the market pricing in at $248?

+19.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.9%

The market implies +19.3% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +6.9%, reflecting heavy growth investment.

GOOGL

What growth rate is the market pricing in at $307?

+12.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.2%

The market implies +12.1% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +20.2%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

Learn more →
ADSK
99/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
GOOGL
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

Learn more →
ADSK
-2.65
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
GOOGL
-2.92
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

Learn more →
ADSK
Insiders 0.2%Institutions 95.7%Retail & Other 4.0%
No. of Institutional Holders2,075
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
GOOGL
Insiders 0.6%Institutions 80.8%Retail & Other 18.6%
No. of Institutional Holders7,206
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

Learn more →
ADSK
0
Buys (3M)
1
Buys (12M)
Total value (12M): $534,194
CAHILL JOHN T
Director
$534,194
@ $267.10 · 2025-03-21
HOPE STEPHEN W.
Officer
$14,876
@ $275.48 · 2024-09-30
Open market purchases · includes direct & indirect ownership · excludes option exercises
GOOGL
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

Learn more →
ADSK
0
Sells (3M)
10
Sells (12M)
Total value (12M): $7.75M
HOWARD AYANNA MACCALLA
Director
$298,025
@ $325.00 · 2025-09-29
KEENE RUTH ANN
Officer
$869,991
@ $315.10 · 2025-09-03
HOWARD AYANNA MACCALLA
Director
$1.03M
@ $325.00 · 2025-08-29
PEARCE REBECCA
Officer
$1.98M
@ $323.06 · 2025-08-29
PEARCE REBECCA
Officer
$1.02M
@ $315.00 · 2025-07-03
PEARCE REBECCA
Officer
$964,100
@ $310.00 · 2025-06-30
PEARCE REBECCA
Officer
$775,920
@ $305.00 · 2025-06-24
PEARCE REBECCA
Officer
$145,800
@ $300.00 · 2025-06-17
HOPE STEPHEN W.
Officer
$14,887
@ $261.18 · 2025-04-01
HOPE STEPHEN W.
Officer
$655,395
@ $267.29 · 2025-03-28
NORRINGTON LORRIE M
Director
$542,948
@ $305.37 · 2024-12-11
NORRINGTON LORRIE M
Director
$543,926
@ $305.92 · 2024-12-06
MCDOWELL MARY THERESE
Director
$167,783
@ $305.06 · 2024-11-15
MCDOWELL MARY THERESE
Director
$156,920
@ $285.31 · 2024-10-15
HOPE STEPHEN W.
Officer
$14,829
@ $274.61 · 2024-10-01
HOPE STEPHEN W.
Officer
$14,829
@ $274.61 · 2024-10-01
HOPE STEPHEN W.
Officer
$78,604
@ $274.84 · 2024-09-30
MCDOWELL MARY THERESE
Director
$146,025
@ $265.50 · 2024-09-16
MCDOWELL MARY THERESE
Director
$136,499
@ $248.18 · 2024-08-15
MCDOWELL MARY THERESE
Director
$139,332
@ $253.33 · 2024-07-15
HOPE STEPHEN W.
Officer
$18,316
@ $244.21 · 2024-06-27
MCDOWELL MARY THERESE
Director
$378,081
@ $229.14 · 2024-06-17
HOPE STEPHEN W.
Officer
$18,727
@ $249.69 · 2024-04-02
HOPE STEPHEN W.
Officer
$457,646
@ $260.47 · 2024-03-27
ANAGNOST ANDREW J
Chief Executive Officer
$5.47M
@ $259.99 · 2024-03-27
CLIFFORD DEBORAH L
Chief Financial Officer
$1.44M
@ $260.01 · 2024-03-27
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
GOOGL
0
Sells (3M)
0
Sells (12M)
No open market insider sales found.
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

Learn more →
ADSK
FearGreed
😐Neutral(45/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
GOOGL
FearGreed
😐Neutral(60/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

Learn more →
ADSK
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (45)
GOOGL
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (60)
View ADSK Full AnalysisView GOOGL Full Analysis
Autodesk, Inc. (ADSK) vs Alphabet Inc. (GOOGL) Stock Comparison | SafetyMargin.io